Anic Equity¶
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Total return since start: 0.618 %¶
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Equity now: -----------------------------> 49433.75 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45372.54 Kr¶
PnL: ---------------------------------------> 316.54 Kr¶
DD now: ---------------------------------> -6.94 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:59:46.293465'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.850000 | 1674.900000 | 205.900000 | 14.020000 | 1468.999998 |
| Sedana Medical | 93 | 5.580000 | 2711.880000 | 190.880000 | 7.570000 | 2521.000011 |
| Orrön Energy | 180 | 4.810000 | 2155.500000 | 112.500000 | 5.510000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 3.410000 | 985.000000 | 50.000000 | 5.350000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.710000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Sagax B | 4 | 2.720000 | 890.400000 | 36.400000 | 4.260000 | 854.000000 |
| Catena | 2 | 3.140000 | 828.400000 | 36.400000 | 4.600000 | 792.000000 |
| JM | 6 | 2.120000 | 896.400000 | 32.400000 | 3.750000 | 864.000000 |
| Hoist Finance | 35 | 0.520000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| Hexatronic Group | 12 | 2.130000 | 988.800000 | 21.800000 | 2.250000 | 966.999996 |
| Gränges | 9 | 2.230000 | 948.600000 | 20.600000 | 2.220000 | 927.999999 |
| BioGaia B | 8 | 1.280000 | 946.400000 | 16.400000 | 1.760000 | 930.000000 |
| Byggmax Group | 33 | 1.730000 | 969.540000 | 13.540000 | 1.420000 | 956.000001 |
| Bilia A | 8 | 0.890000 | 908.000000 | 8.000000 | 0.890000 | 900.000000 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.120000 | 975.600000 | 2.600000 | 0.270000 | 972.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| EQT | 4 | 0.530000 | 832.400000 | 0.400000 | 0.050000 | 832.000000 |
| Biotage | 7 | -0.890000 | 934.500000 | -6.500000 | -0.690000 | 940.999997 |
| ASSA ABLOY B | 3 | -0.660000 | 770.700000 | -8.300000 | -1.070000 | 779.000001 |
| OX2 | 13 | -0.210000 | 938.600000 | -11.400000 | -1.200000 | 949.999999 |
| Alimak Group | 11 | -0.120000 | 916.300000 | -11.700000 | -1.260000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| VEF | 909 | 0.600000 | 1828.910000 | -21.090000 | -1.140000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | 0.000000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| SKF B | 5 | -2.170000 | 911.750000 | -28.250000 | -3.010000 | 940.000000 |
| Indutrade | 5 | 1.640000 | 1180.000000 | -38.000000 | -3.120000 | 1218.000000 |
| Addnode Group B | 11 | -2.070000 | 882.750000 | -38.250000 | -4.150000 | 921.000003 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Latour B | 4 | -0.200000 | 816.400000 | -40.600000 | -4.740000 | 857.000000 |
| Hexagon B | 26 | 0.690000 | 3413.800000 | -47.200000 | -1.360000 | 3461.000010 |
| BHG Group | 97 | 2.930000 | 1394.860000 | -64.140000 | -4.400000 | 1458.999989 |
| Bufab | 3 | -1.200000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| INVISIO | 16 | 0.000000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| TOTAL | 45372.540000 | 316.540000 | -6.94009% | 45056.000411 |
Updated:¶
'2023-07-04 11:00:03.164120'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
